We are live on ! Find out more
GIA

GHP Investment Advisors Portfolio holdings

AUM $2.43B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.07M
3
+$1.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.43M
5
TNET icon
TriNet
TNET
+$1.28M

Top Sells

1
+$2.57M
2
+$1.09M
3
+$785K
4
T icon
AT&T
T
+$736K
5
MLR icon
Miller Industries
MLR
+$656K

Sector Composition

1 Technology 20.05%
2 Industrials 13%
3 Financials 10.85%
4 Healthcare 9.28%
5 Consumer Staples 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
127
827
$3K ﹤0.01%
53
828
$3K ﹤0.01%
550
829
$3K ﹤0.01%
261
-80
830
$3K ﹤0.01%
10
831
$3K ﹤0.01%
44
-93
832
$3K ﹤0.01%
75
833
$3K ﹤0.01%
100
834
$3K ﹤0.01%
1,170
835
$3K ﹤0.01%
575
836
$3K ﹤0.01%
+105
837
$3K ﹤0.01%
+39
838
$2K ﹤0.01%
111
839
$2K ﹤0.01%
16
840
$2K ﹤0.01%
500
841
$2K ﹤0.01%
61
842
$2K ﹤0.01%
40
843
$2K ﹤0.01%
20
-3
844
$2K ﹤0.01%
60
845
$2K ﹤0.01%
100
846
$2K ﹤0.01%
120
847
$2K ﹤0.01%
+87
848
$2K ﹤0.01%
139
849
$2K ﹤0.01%
100
850
$2K ﹤0.01%
204
32 33
34
35 36